DUHP Institutional Ownership & Shareholders
DIMENSIONAL US HIGH PROFI ET (DUHP) is currently held by 290 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.87B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of DUHP tracked by InsiderSet, reporting ownership valued at approximately $2.16B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.20B, representing an estimated gain of +1.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed DUHP value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Focus Partners Wealth, Pure Financial Advisors, Llc, and several other long-term asset managers with concentrated positions in DIMENSIONAL US HIGH PROFI ET (DUHP).
This page ranks the largest institutional DUHP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
290
Total Reported Value
$6.87B
Largest Holder
Mercer Global Advisors Inc
Largest Position
$2.16B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 2.66% | 51,655,115 | $2,155,567,953 | $2,195,858,939 | +$40,290,986 | +1.87% | |
| Focus Partners Wealth | 0.92% | 21,465,179 | $895,741,950 | $912,484,759 | +$16,742,809 | +1.87% | |
| Pure Financial Advisors, Llc | 4.39% | 8,256,614 | $344,548,490 | $350,988,661 | +$6,440,171 | +1.87% | |
| Envestnet Asset Management Inc | 0.04% | 4,104,606 | $171,285,212 | $174,486,801 | +$3,201,589 | +1.87% | |
| Focus Partners Advisor Solutions, Llc | 1.36% | 3,851,505 | $160,723,314 | $163,727,478 | +$3,004,164 | +1.87% | |
| Allworth Financial Lp | 0.64% | 3,613,141 | $150,776,388 | $153,594,624 | +$2,818,236 | +1.87% | |
| Bank Of Montreal | 0.04% | 2,871,276 | $119,818,335 | $122,057,943 | +$2,239,608 | +1.87% | |
| Corient Private Wealth Llc | 0.16% | 2,833,446 | $118,239,760 | $120,449,789 | +$2,210,029 | +1.87% | |
| Alesco Advisors, Llc, An Esl Co | 2.55% | 2,668,836 | $111,370,521 | $113,452,218 | +$2,081,697 | +1.87% | |
| Rw Investment Management Llc | 9.69% | 2,644,596 | $110,358,982 | $112,421,776 | +$2,062,794 | +1.87% | |
| Ubs Group Ag | 0.01% | 2,100,442 | $87,651,445 | $89,289,789 | +$1,638,344 | +1.87% | |
| Beaird Harris Wealth Management, Llc | 5.35% | 2,047,480 | $85,441,355 | $87,038,375 | +$1,597,020 | +1.87% | |
| Beacon Pointe Advisors, Llc | 0.39% | 1,989,330 | $83,014,754 | $84,566,418 | +$1,551,664 | +1.87% | |
| Savant Capital, Llc | 0.24% | 1,938,510 | $81,548,736 | $82,406,060 | +$857,324 | +1.05% | |
| Raymond James Financial Inc | 0.02% | 1,745,434 | $72,836,977 | $74,198,399 | +$1,361,422 | +1.87% | |
| Planning Center, Inc. | 6.59% | 1,673,148 | $69,820,466 | $71,125,521 | +$1,305,055 | +1.87% | |
| Pathstone Holdings, Llc | 0.26% | 1,789,343 | $65,776,210 | $76,064,971 | +$10,288,761 | +15.64% | |
| Bank Of America Corp | 0.00% | 1,499,680 | $62,581,625 | $63,751,397 | +$1,169,772 | +1.87% | |
| Bouchey Financial Group Ltd | 3.76% | 1,393,666 | $58,157,662 | $59,244,742 | +$1,087,080 | +1.87% | |
| Clearstead Advisors, Llc | 0.54% | 1,364,264 | $56,930,736 | $57,994,863 | +$1,064,127 | +1.87% | |
| Satovsky Asset Management Llc | 8.95% | 1,344,748 | $56,116,340 | $57,165,237 | +$1,048,897 | +1.87% | |
| Vestmark Advisory Solutions, Inc. | 0.51% | 1,310,344 | $54,680,655 | $55,702,723 | +$1,022,068 | +1.87% | |
| Burton Enright Welch | 5.86% | 1,194,965 | $49,865,892 | $50,797,962 | +$932,070 | +1.87% | |
| Millburn Ridgefield Llc | 0.93% | 1,172,200 | $48,915,906 | $49,830,222 | +$914,316 | +1.87% | |
| Greenspring Advisors, Llc | 2.71% | 1,171,057 | $48,868,191 | $49,781,633 | +$913,442 | +1.87% | |
| Safeguard Investment Advisory Group, Llc | 11.22% | 1,164,049 | $48,575,380 | $49,483,723 | +$908,343 | +1.87% | |
| Harbour Investments, Inc. | 0.64% | 1,140,749 | $47,603,466 | $48,493,240 | +$889,774 | +1.87% | |
| Freedom Investment Management, Inc. | 13.06% | 1,124,058 | $46,906,914 | $47,783,706 | +$876,792 | +1.87% | |
| Great Oak Capital Partners, Llc | 9.62% | 1,070,846 | $44,525,781 | $45,521,663 | +$995,882 | +2.24% | |
| Mariner, Llc | 0.04% | 1,024,210 | $42,735,685 | $43,539,167 | +$803,482 | +1.88% | |
| Onedigital Investment Advisors Llc | 0.32% | 903,486 | $37,702,464 | $38,407,190 | +$704,726 | +1.87% | |
| Exencial Wealth Advisors, Llc | 1.16% | 1,014,748 | $37,302,125 | $43,136,937 | +$5,834,812 | +15.64% | |
| Baird Financial Group, Inc. | 0.05% | 850,842 | $35,505,637 | $36,169,293 | +$663,656 | +1.87% | |
| Sequoia Financial Advisors | 0.17% | 824,569 | $34,409,274 | $35,052,428 | +$643,154 | +1.87% | |
| Geowealth Management, Llc | 1.03% | 783,936 | $32,713,666 | $33,325,119 | +$611,453 | +1.87% | |
| Von Borstel & Associates, Inc. | 6.57% | 767,921 | $32,045,000 | $32,644,322 | +$599,322 | +1.87% | |
| Stolz & Associates, Ps | 19.89% | 763,427 | $31,857,803 | $32,453,282 | +$595,479 | +1.87% | |
| Lpl Financial Llc | 0.01% | 724,151 | $30,218,816 | $30,783,659 | +$564,843 | +1.87% | |
| Wpwealth Llp | 4.30% | 695,197 | $29,010,585 | $29,552,824 | +$542,239 | +1.87% | |
| Cva Family Office, Llc | 2.59% | 686,275 | $28,638,265 | $29,173,550 | +$535,285 | +1.87% | |
| Jpmorgan Chase & Co | 0.00% | 647,840 | $26,820,609 | $27,539,678 | +$719,069 | +2.68% | |
| Efficient Advisors, Llc | 1.87% | 715,575 | $26,304,541 | $30,419,093 | +$4,114,552 | +15.64% | |
| Liberty Wealth Management Llc | 3.22% | 701,173 | $25,778,685 | $29,806,864 | +$4,028,179 | +15.63% | |
| Lutz Financial Services Llc | 1.55% | 609,075 | $25,416,704 | $25,891,778 | +$475,074 | +1.87% | |
| Oceanside Advisors Llc | 12.30% | 584,073 | $24,373,371 | $24,828,943 | +$455,572 | +1.87% | |
| Wcg Wealth Advisors Llc | 0.56% | 564,443 | $23,554,183 | $23,994,472 | +$440,289 | +1.87% | |
| Bridgewater Advisors Inc. | 1.24% | 548,221 | $22,805,999 | $23,304,875 | +$498,876 | +2.19% | |
| Integrated Wealth Concepts Llc | 0.15% | 545,024 | $22,743,860 | $23,168,970 | +$425,110 | +1.87% | |
| Premier Financial Group | 4.52% | 538,358 | $22,465,679 | $22,885,599 | +$419,920 | +1.87% | |
| Private Advisor Group, Llc | 0.10% | 500,172 | $20,872,197 | $21,262,312 | +$390,115 | +1.87% |
Frequently asked questions about DUHP
Who are the largest institutional holders of DUHP?
The largest institutional holders of DUHP reported in the latest SEC Form 13F filings include Mercer Global Advisors Inc, Focus Partners Wealth, Pure Financial Advisors, Llc, Envestnet Asset Management Inc, and Focus Partners Advisor Solutions, Llc. InsiderSet ranks institutional holders by their latest reported DUHP position.
What is DUHP institutional ownership?
This page tracks DUHP positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL US HIGH PROFI ET (DUHP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DUHP?
InsiderSet currently tracks 290 institutional managers reporting DUHP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DUHP shareholders.
How much DUHP stock do institutions own?
Institutional investment managers disclosed approximately $6.87B in DUHP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DUHP institutional ownership last updated?
The latest DUHP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DUHP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DUHP position after the reporting date.
Are institutions buying or selling DUHP?
Institutional buying and selling can be analyzed by comparing DUHP positions across consecutive 13F reporting periods. InsiderSet's DUHP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DUHP ownership changes.
How has DUHP institutional ownership changed over time?
InsiderSet tracks DUHP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.